Microsoft Dynamics CRM Customization Essentials

Use a no-code approach to create powerful business solutions using Dynamics CRM 2015

Microsoft Dynamics CRM Customization Essentials

This ebook is included in a Mapt subscription
Nicolae Tarla

Use a no-code approach to create powerful business solutions using Dynamics CRM 2015
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Book Details

ISBN 139781784397845
Paperback238 pages

Book Description

Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.

Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.

Table of Contents

Chapter 1: Getting Started
Dynamics CRM
Prerequisites to customize Dynamics CRM
Setting up Dynamics CRM
Opening a free 30-day trial of Dynamics CRM Online
Integrating Dynamics CRM Online with Outlook
Summary
Chapter 2: Dynamics CRM Application Structure
Dynamics CRM core elements
The Dynamics CRM modules
Extensibility options
Application navigation
Summary
Chapter 3: Customizing Entities
Solutions
Entity elements
Business versus custom entities
Extending entities
Entity forms
Customizing forms
Entity relationships
Entity views and charts
Messages
Business rules
Summary
Chapter 4: Business Processes
Processes
Dialogs
Workflows
Real-time workflows
Actions
Business rules
Business process flows
Summary
Chapter 5: Social Features in Microsoft Dynamics CRM
Social Pane
Microsoft Social Listening
Microsoft Dynamics CRM Insight by InsideView
Yammer
Summary
Chapter 6: Dynamics CRM Administration
The concepts of Dynamics CRM administration
The SETTINGS area
Business management
Service management
Templates
Product catalog
Administration
Security
Data Management
Monitoring system jobs
Document Management
Auditing
Email configuration
Configuring activity feeds
Process center
The customization area
Summary

What You Will Learn

  • Configure Outlook to integrate with your Dynamics CRM Online instance
  • Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation
  • Learn how to use different entity views in order to get a 360-degree view of customer data
  • Map modern business processes to the platform to enhance user experience
  • Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows
  • Use internal and external social data to enhance the user's ability to make the right decisions
  • Dive into generic administration options such as managing configuration and customization to become a power user

Authors

Table of Contents

Chapter 1: Getting Started
Dynamics CRM
Prerequisites to customize Dynamics CRM
Setting up Dynamics CRM
Opening a free 30-day trial of Dynamics CRM Online
Integrating Dynamics CRM Online with Outlook
Summary
Chapter 2: Dynamics CRM Application Structure
Dynamics CRM core elements
The Dynamics CRM modules
Extensibility options
Application navigation
Summary
Chapter 3: Customizing Entities
Solutions
Entity elements
Business versus custom entities
Extending entities
Entity forms
Customizing forms
Entity relationships
Entity views and charts
Messages
Business rules
Summary
Chapter 4: Business Processes
Processes
Dialogs
Workflows
Real-time workflows
Actions
Business rules
Business process flows
Summary
Chapter 5: Social Features in Microsoft Dynamics CRM
Social Pane
Microsoft Social Listening
Microsoft Dynamics CRM Insight by InsideView
Yammer
Summary
Chapter 6: Dynamics CRM Administration
The concepts of Dynamics CRM administration
The SETTINGS area
Business management
Service management
Templates
Product catalog
Administration
Security
Data Management
Monitoring system jobs
Document Management
Auditing
Email configuration
Configuring activity feeds
Process center
The customization area
Summary

Book Details

ISBN 139781784397845
Paperback238 pages
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